Automation Systems
Automation that thinks like your best operator.
We design automations that don’t just move data around — they apply logic, checks, and priorities so your team can focus on judgment, not copy-paste work.
What we automate
- Lead capture & routing — From forms and chat widgets into your CRM, tagged and prioritized.
- Client onboarding — Questionnaires, agreements, and kick-off tasks assigned automatically.
- Internal operations — Project updates, alerts, handoffs, and recurring admin tasks.
- Reporting — Daily, weekly, and monthly summaries pushed where your team actually lives.
Tools we work with
We build primarily in Zapier and n8n, with extensions using webhooks, custom code, and APIs when needed.
- CRMs: HubSpot, Pipedrive, Close, Salesforce (and others by request).
- Inbox & chat: Gmail, Outlook, Intercom, Drift, custom widgets.
- Project tools: ClickUp, Asana, Notion, Trello.
- Data: Google Sheets, Airtable, warehouse connectors.
Engagement structure
We keep it simple:
- Audit & Blueprint — one-time, fixed price based on stack complexity.
- Implementation Sprint — 2–6 weeks of focused build and testing.
- Monitoring & Iteration — optional ongoing support to keep things healthy.
Automation FAQ
“Do you replace our existing tools?”
No. We almost always keep your stack and make it talk to itself more intelligently.
“What if something breaks?”
Every automation includes logging and alerting rules, plus manual fallback steps documented in plain language.
Local Focus
We also help Nashville-based businesses streamline their operations with localized automation strategies.